Together, we are One Emory Super User Webinar Four “Providing Transition Support” Presented by: Project Compass Organizational Change Management Team 08/27/2009

Together, we are One Emory Webinar Objectives  Prepare Super Users to Meet Their September Objective to “Provide Transition Support”  Provide Super Users with Special Tools and Support for Transition 2

Together, we are One Emory Agenda  Welcome – Teresa Hauck  Special Guest – Belva White, Assoc. VP for Finance & Controller  Review of Progress to Date  Tools and New Information  What’s Next  Questions? Presenters: Teresa Hauck and Zee Mehar 3

Together, we are One Emory Agenda  Welcome – Teresa Hauck  Special Guest – Belva White, Assoc. VP for Finance & Controller  Review of Progress to Date  Tools and New Information  What’s Next  Questions? Presenters: Teresa Hauck and Zee Mehar 4

Together, we are One Emory Guest Speaker 5 Belva White Associate VP for Finance & Controller

Together, we are One Emory Super User Objectives Become the local expert on PeopleSoft Financial processes Provide coaching and support to end users as they transition Ensure a smooth transition to the new system 6 We’ll achieve this objective in four step-wise phases.

Together, we are One Emory Enabling Change - The Super User’s Role 7 Enabling Change Prepare Yourself for Change Help Users Plan Their Training Reinforce Learning Provide Transition Support June July August September

Together, we are One Emory Enabling Change - The Super User’s Role 8 Enabling Change Prepare Yourself for Change Help Users Plan Their Training Reinforce Learning Provide Transition Support June July August September

Together, we are One Emory August – Reinforce Learning 9 July Reinforce Learning August

Together, we are One Emory “Talk to the Expert” Webinars and Open Houses 10 * The Grants Open Houses will present all related course material, and are positioned as an alternative to the distance learning course

Together, we are One Emory August – Reinforce Learning  Do you have any questions, concerns or additional needs related to your “August – Reinforce Learning? 11

Together, we are One Emory Agenda  Welcome – Teresa Hauck  Special Guest – Belva White, Assoc. VP for Finance & Controller  Review of Progress to Date  Tools and New Information  What’s Next  Questions? Presenters: Teresa Hauck and Zee Mehar 12

Together, we are One Emory Enabling Change - The Super User’s Role 13 Enabling Change Prepare Yourself for Change Help Users Plan Their Training Reinforce Learning Provide Transition Support June July August September

Together, we are One Emory Communications Update  Compass is not a Project anymore!

Together, we are One Emory Communications Update 15  One more Project Compass Bulletins before go-live!  Accessing Training via Project Compass web site  “Short List” of Preparation Activities  Compass Toolbox  Support Information

Together, we are One Emory New Way to Access Training 16

Together, we are One Emory Compass Toolbox 17  The Compass Toolbox is the one- stop for “go-live” support and materials.  Includes seven main sections:  Module Help & Job Aids  Known Issues/Troubleshooting Guide  Release Notes  Key Dates/Calendar  Reporting  Help Desk Contacts & Technical Support  Training (Ongoing Support)  The Module Help & Job Aids sections include links to module specific job aids and FAQs.

Together, we are One Emory “Short List” of Go-Live Tasks 18  Complete your training!  What will you need to do next week? Focus there!  Find your new department number and SmartKeys.  A new crosswalk old-to-new is on the Compass web site  Once we are live, you will be able to access the crosswalk from inside PeopleSoft  Connect to the support infrastructure  Review the Support Page on the Compass web site  Find your Super User  Consider the impact of the transition to existing procedures and policy.  A new set of revised forms will be posted to the Compass web site over the next day or so

Together, we are One Emory Support: Support Center Overview 19 Compass Support Center - Effective 9/1/2008 Hours: 8 am to 5 pm (M-F) Telephone number – – Website – Mobile Support – rotational sessions  will be set up as a “Call Tree”, but users can obtain help calling direct to:  EU System Access (7-7777)  EHC System Access (8-HELP)  EU AP/TE/Emory Express (7-5400)  EHC AP/TE/PMM (6-2441)  EU EPEX/Grants (7-2018)  EU AR/Billing (7-4024)  ALL GL/reporting/general (7-7000)  Scripts will be used during support and non-support hours to direct users to answers of frequently asked questions before number options are presented and while on hold Compass Call Tree Structure (Call ) Tier One: Keypad:Area: #1University #2Healthcare Tier Two: University Tree: Keypad:Area: #1Access to University systems #2University AP/Expense/Emory Express #3EPEX Budgets/Grants #4GL, Reporting, Compass Access #5Accounts Receivable/Billing #6Default to Compass #7Repeat the options Healthcare Tree: Keypad:Area: #1Access to Healthcare systems #2Healthcare AP/Expense/PMM #3Default to Compass Compass Call Tree Structure (Call ) Tier One: Keypad:Area: #1University #2Healthcare Tier Two: University Tree: Keypad:Area: #1Access to University systems #2University AP/Expense/Emory Express #3EPEX Budgets/Grants #4GL, Reporting, Compass Access #5Accounts Receivable/Billing #6Default to Compass #7Repeat the options Healthcare Tree: Keypad:Area: #1Access to Healthcare systems #2Healthcare AP/Expense/PMM #3Default to Compass

Together, we are One Emory Agenda  Welcome – Teresa Hauck  Special Guest – Belva White, Assoc. VP for Finance & Controller  Review of Progress to Date  Tools and New Information  What’s Next  Questions? Presenters: Teresa Hauck and Zee Mehar 20

Together, we are One Emory System Outages Impact Users 21

Together, we are One Emory Reminder – How to Stay Connected!  Compass Website   Super User Web Page Super User Web Page  Key Communications  Project Compass Management Bulletins (weekly)  Compass Support  Call  Compass Change Management Team!  22

Together, we are One Emory Agenda  Welcome – Teresa Hauck  Special Guest – Belva White, Assoc. VP for Finance & Controller  Review of Progress to Date  Tools and New Information  What’s Next  Questions? Presenters: Teresa Hauck and Zee Mehar 23

Together, we are One Emory 24 Questions? Suggestions for FAQs?

Together, we are One Emory Agenda  Welcome – Teresa Hauck  Special Guest – Belva White, Assoc. VP for Finance & Controller  Review of Progress to Date  Tools and New Information  What’s Next  Questions? Presenters: Teresa Hauck and Zee Mehar 25

Together, we are One Emory Thank you! 26